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What's in Beta

This article describes all features that are currently in the COMPASS Beta Program

C
Written by Cameron Birch
Updated over a week ago

The COMPASS Beta Program allows users to check out features before they are fully rolled out to all users in COMPASS.

This document will be frequently updated so users can track all of the new features added to the COMPASS Beta Program.

The Beta Program kicks will begin the night of April 8th, 2026.

Note: Users who are in the COMPASS Alpha program already have access to all features in Beta

What's in Beta right now:

Company Qualification Review Modal Updates

  1. Copy fields within the Reviewer modal on Qualification Management by clicking the Copy button on:

    1. Qualification Summary

    2. Reviewer Notes

    3. Exceptions (if available)

  2. Added add notes textbox so a reviewer can leave their own notes when approving a review

  3. When amending a review, all fields are pre-filled with fields from the review being amended, so the reviewer can make any necessary changes.


Custom Project Forms - Additional Conditional Logic Level

  • Added an extra layer to conditional formatting for supported questions when editing or creating Custom Project Forms

  • Previously there was only a single layer of conditional formatting permitted. With the update, there is now a second layer permitted.

Project Approval Flow Modal Updates

Introducing multi-state modals for Project Approval flows, enabling reviewers in subsequent stages to Approve or Amend prior-stage reviews.

  • Approve: Carries forward the previous reviewer’s qualification status and exception notes (if any), while allowing the current reviewer to add notes concurrently.

  • Amend: Allows the reviewer to update the prior qualification status and modify exception notes.

  • When multiple outcomes exist in a previous stage, reviewers can select the most relevant one before approving or amending.

  • If a subcontractor completed a custom project form in an earlier stage, reviewers can access it directly via a quick link in the modal.


Add Flow + Flow stage filter to qualification management

Adding Flow and Flow Stage filter so users can search records tied to specific Company Qualification Flows/Stages

  • Users on qualification management can now filter by Company Qualification Flows as well as the Stage of the selected Flow

Save Updates to Tables on User Level

Table state will be preserved across sessions for Qualification Management and Subcontractor Search, allowing users to customize tables to suit their needs.

  • Column selection, order, and sizing are saved

  • Preferences persist through logout/login, page refresh, and navigation

  • Settings are retained on a per-device basis

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